Ameriprise Financial Services
47yrs
Top advisor by experience in San Jose
12yrs
Bryan Le
Financial advisor at Wells Fargo Advisors
Bryan Le is a fiduciary financial advisor in San Jose, California, with 12 years in the industry. After less than a year at Strategic Advisers and a year at Fidelity Personal and Workplace Advisors, Bryan joined Wells Fargo Advisors in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 993 advisors with offices in San Jose, and one of 926 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?12 years in the industry
Office2170 Tully Rd, San Jose, CA 95122
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jul 2025 – nowWells Fargo Clearing Services, LLCCurrent firm
- Mar 2025 – Jul 2025Strategic Advisers LLCPreviously
- Mar 2024 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
- Sep 2023 – Dec 2023Morgan StanleyPreviously
- 2017 – 2023Harrisdirect LLCPreviously
Questions to ask Bryan
Tailored to Bryan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Bryan
How do I contact Bryan?
Call Wells Fargo Advisors at 314-875-3000 and ask for Bryan Le. Bryan works from the San Jose, CA office.
How long has Bryan been a financial advisor?
Bryan has been in the industry since 2015, about 12 years. 12 years in the industry.
What licenses does Bryan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Bryan a fiduciary?
Bryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bryan paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Bryan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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